ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Jamie Ward

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

The Trader: Playing profit warnings

Michael takes a look at profit warnings and how to play these with several examples.     Profit warnings are appearing on an almost daily basis. Despite two years of a grinding bear market, there are still companies out there that have yet to be beaten down. Stocks falling 40 percent or more on the

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Screening For My Next Long-Term Winner: Fonix Mobile (LSE: FNX)

Significant, acquisition-free expansion is prized by many investors. Maynard Paton studies the organic growth record of pay-by-mobile small-cap Fonix Mobile. Whisper it, but a few UK small-caps are still progressing well and maintaining resilient share prices in this difficult market. Fonix Mobile is a good example. Recent full-year results from this £206 million business showed

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Private Investing: A brief guide to tax-efficient saving in Isas and Sipps

Tax-efficient savings accounts such as individual savings accounts (Isas) and self-invested personal pensions (SIPPs) are the best option for most savers and investors. Here’s what you need to know. Isas Isas are tax-free savings accounts. This means that you are not liable for tax on any income you receive – such as interest or dividends

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All the zeros

Since Richard started scoring companies in SharePad last April, twelve companies have scored zero strikes, the best possible score. In this article, he decides which of them to research next. Five-strikes-wise, there is not much to report on. I have awarded four shares that have reported in the last two weeks with less than three

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Journeo PLC: Navigating the Road to Transport Innovation

Visiting an old friend in today’s fast-evolving tech landscape, few sectors remain as untouched by innovation as the world of transportation. At the helm of this transformation, one finds Journeo PLC (AIM: JNEO), a trailblazer in information systems and services explicitly curated for transport and local governments. The company’s recent accomplishment — a £2m purchase

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Private Investing: SharePad Guide to Investing in US Shares

Investing has become more global. Gone are the days when UK private investors were restricted to putting their money solely in the UK stock market. Today, many online brokers make it just as easy for a person to trade an individual share on European, US and Asian markets as it is on UK markets. Of

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Are share buybacks good for investors? – a look at the evidence

Phil uses SharePad to examine the impact of share buybacks on shareholder returns. Do they make shareholders better off and should investors focus on growing companies instead? Do share buybacks really make shareholders better off? Should they prefer dividends instead? Opinion is divided on this subject. The great thing about a dividend from an investor’s

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The Trader: The importance of high beta stocks

Michael looks at two examples of high-beta stocks offering news to trade. For anyone wanting to trade intraday then high beta stocks – stocks that move more than the market – are ideal stocks to trade. Especially when it comes to news that can move those stocks. Here are some examples this week. Gulf Keystone

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Monthly Funds focus: Biopharma & Hipgnosis

There’s something of an income theme to this month’s funds focus. First up is a specialist lending fund whose shares have fallen sharply in value yet the fund is still churning out a reliable 8% plus yield. Next up we investigate the ups and downs of the music royalty funds – very much a yield

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Is SDI cheap?

Shares in SDI have plummeted. Richard examines the price differential between the company, a manufacturer of scientific equipment, and Judges Scientific, a firm it is often compared to. In the last two weeks, my 5 strikes system* has only surfaced two new investment ideas: SDI and Goodwin. These businesses have good financial track records, but

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